Projects

• Include all fields from Opportunity

Sales Quotes

• Use out of box GoldFinch Quote

• Need to change Bill-to for different financing company, so that AR is posted to the lender

• Allow Cash down payment

Multiple Quotes

• Primary Quotes

Trade Ins

• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

• Should reduce the AR.

• Trade in does reduce taxes.

• 10 trades a month.

• Create AP if the amount if negative.

Allocation

• Allocate Inventory on the Quoting stage

“Special Order” Sales Quote Record Type

• For example: Special Order Door

  • Might get ordered 35 times a year

  • each order is a different dimension, description, etc.

  • No need to track the specifics, but they do want to track the fact that they got 35 Special Order Door orders this year.

“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

“Special Order” Sales Quote Record Type

“Parts” Sales Record Record Type (Possible requirement)

Signing Documents

• Use a digital signing tool.

• Digitally signed documents should be accessible in Salesforce.

Kitting

• Kitting

  • Serialized inventory

  • nonserialized items

  • labor.

• Keep together as a new item in case of order cancellation.

Shipment & Delivery

• Process TBD

• No longer use Tag & Title Salesforce Cases for Serialized Items

Sales Invoice

• Tax Liable always defaulted to “Yes”

• Unless the client is tax exempt